TPCW

TD Private Client Wealth Portfolio holdings

AUM $4.44B
1-Year Est. Return 13.64%
This Quarter Est. Return
1 Year Est. Return
+13.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.14B
AUM Growth
+$170M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,218
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$9.18M
3
+$8.49M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.23M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$4.54M

Top Sells

1
+$11.5M
2
+$5.63M
3
+$3.1M
4
DOCU icon
DocuSign
DOCU
+$2.45M
5
OLED icon
Universal Display
OLED
+$2.04M

Sector Composition

1 Technology 10.75%
2 Financials 8.05%
3 Healthcare 7.32%
4 Communication Services 5.23%
5 Industrials 4.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$118K 0.01%
250
+83
577
$118K 0.01%
583
-12,118
578
$118K 0.01%
624
-2
579
$114K 0.01%
1,124
+23
580
$114K 0.01%
1,080
+634
581
$113K 0.01%
2,061
-94
582
$113K 0.01%
2,548
+40
583
$110K 0.01%
467
+406
584
$110K 0.01%
1,014
-67
585
$109K 0.01%
3,500
+28
586
$109K 0.01%
+1,509
587
$109K 0.01%
2,722
+76
588
$109K 0.01%
1,474
-127
589
$108K 0.01%
2,189
+2,065
590
$106K 0.01%
2,830
-828
591
$105K ﹤0.01%
4,819
-886
592
$105K ﹤0.01%
30,665
-664
593
$103K ﹤0.01%
1,747
-46
594
$103K ﹤0.01%
1,403
+123
595
$103K ﹤0.01%
+3,347
596
$102K ﹤0.01%
530
-68
597
$102K ﹤0.01%
2,562
598
$102K ﹤0.01%
1,658
-2,337
599
$100K ﹤0.01%
3,577
+123
600
$98.1K ﹤0.01%
1,182
22 23
24
25 26